Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,026 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.5M | 0.85% |
| $5.5M - $10.5M | 0.75% |
| $10.5M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14567 North Outer Forty Road, Suite 200, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a partner in GSK Farms, a farm rental business, since 1983. He owns the land and dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
September 2018 - Present · 7 yrs 6 mos
Previous Registrations
VALIC Financial Advisors, INC.
May 2018 - August 2018 · 3 mos
VALIC Financial Advisors, INC.Broker
May 2018 - August 2018 · 3 mos
Scottrade Investment Management
April 2016 - March 2018 · 1 yr 11 mos
Scottrade, INC.Broker
June 2014 - March 2018 · 3 yrs 9 mos
Amerivest Investment Management, LLC
May 2011 - June 2014 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
May 2011 - June 2014 · 3 yrs 1 mo
TD Ameritrade, INC.
May 2011 - June 2014 · 3 yrs 1 mo
Scottrade, INC.Broker
July 2009 - April 2011 · 1 yr 9 mos
Charles Schwab & CO., INC.
September 2002 - July 2009 · 6 yrs 10 mos
Charles Schwab & CO., INC.Broker
September 2002 - July 2009 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
May 2001 - August 2002 · 1 yr 3 mos
TD Waterhouse Investor Services, INC.Broker
March 1996 - May 2001 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
May 1995 - January 1996 · 8 mos
State Registrations1 state
MO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.